David is an experienced wealth advisor who assists clients with investment management, personal trust, financial planning, tax, insurance, retirement, estate planning and philanthropy. David’s knowledge of investment strategies is extensive, and his valued client relationships are long-term. David spent over 25 years as a senior portfolio manager at US Trust. He began his career as a security analyst with Resource Companies, a high net worth, multi-family office located in Minneapolis (later acquired by US Trust). David’s experience includes serving as the lead portfolio manager of an aggressive growth strategy vehicle for select trust clients and as a senior analyst for an investment research editorial board.
University of Minnesota, Finance and Economics